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Root Financial Partners’s Viant Technology DSP Stock Holding History

Root Financial Partners’s Portfolio DSP Stock Details DSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		– Sell
-37
Closed -$414 – 1163
2026
Q1 		$414 Buy
+37
New +$409 ﹤0.01% 2927

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FFA
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GI
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PWMG
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EWA
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Root Financial Partners's DSP Position: Q2 2026 in Review

Root Financial Partners sold out of Viant Technology (DSP) in Q2 2026, closing a stake of 37 shares — an estimated $414 sold.

Root Financial Partners first reported a position in DSP in Q1 2026 and held it in 1 quarter. The position peaked at $414 in Q1 2026. 17 funds tracked by Wall St. Rank hold DSP as of Q2 2026.

  • Root Financial Partners reported no remaining Viant Technology position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 37 Viant Technology shares in Q2 2026, an estimated $414.
  • Root Financial Partners first reported a position in Viant Technology in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's Viant Technology position peaked at $414 in Q1 2026.
  • 17 funds tracked by Wall St. Rank held Viant Technology as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.